Global Retirement Partners
BOKF icon

Global Retirement Partners’s BOK Financial BOKF Stock Holding History

Global Retirement Partners’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7K Buy
+120
New +$15.9K ﹤0.01% 3156
2024
Q4 		$16.4K Buy
154
+151
+5,033% +$16.9K ﹤0.01% 2191
2024
Q3 		$314 Buy
3
+1
+50% +$101 ﹤0.01% 3335
2024
Q2 		$183 Buy
+2
New +$181 ﹤0.01% 3422

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Vanguard Portfolio Management
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Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Global Retirement Partners's BOKF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BOK Financial (BOKF) in Q2 2026: 120 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #3156 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BOKF as recently as Q4 2024.

Global Retirement Partners first reported a position in BOKF in Q2 2024 and has held it in 4 quarters since. 305 funds tracked by Wall St. Rank hold BOKF as of Q2 2026.

  • Global Retirement Partners held 120 shares of BOK Financial worth $16.7K as of Q2 2026.
  • BOK Financial was a new Global Retirement Partners position in Q2 2026.
  • BOK Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3156 holding.
  • Global Retirement Partners first reported a position in BOK Financial in Q2 2024 and has held it in 4 quarters since.
  • 305 funds tracked by Wall St. Rank held BOK Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.